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  • Investment Associate

    Cedar Pine, LLC

    Investment banker job in Northbrook, IL

    Job Description Cedar Pine seeks an Investment Associate for its private company Investments Team. Investment Associates are key to the team by conducting diligence, analyzing companies & industries, and creating presentations to share key insights with the rest of the team. Cedar Pine's investment platform focuses on direct investments in privately held, high-growth businesses and invests at multiple points during a company's lifecycle, including growth financings and late-stage buyouts. The platform has a dual focus on the healthcare and defense industries, with flexibility to selectively invest in other verticals. Additionally, the team continues to research additional sectors to build investment theses and expand our cannon. The platform will lead de novo financings or follow in syndicated deals, coinvest alongside sponsors and lead control transactions. Furthermore, the platform will support portfolio companies via subsequent investments as they grow. In select instances, the team will invest in funds that advance the investment strategy. This is an exciting opportunity to work with accomplished investors within a highly collaborative team, support a rapidly growing and diverse portfolio of private investments, and have a considerable impact on the family office investment strategy. Cedar Pine has a Applicants must be residents of Illinois to be considered for this position. Cedar Pine follows a hybrid work policy and requires 3 days in office each week. RESPONSIBILITIES Reports to the Vice President of Investments on the Investment Team and is responsible for assisting the VP in all aspects of direct investments, including company & market analyses and industry research. Perform in-depth due diligence and prepare formal investment memos for the family. Contribute to the investment process during all stages of the deal life cycle, including sector research, introductory meetings, due diligence, financial modeling, management and banker calls, presentations to the investment committee, deal execution, and ongoing portfolio monitoring. Utilize financial analyses to create alternate projections to objectively demonstrate downside protection and support conclusions for integration within investment presentations. Lead financial modeling exercises, including integrated three-financial statement models, discounted cash flows, comparable company analysis, precedent transaction analysis, investment returns analysis, and entity distribution waterfalls. Analyze and research market sectors for theme exploration, thesis development and deal due diligence. Effectively communicate findings, questions, and ideas among the investment team internally, on due diligence calls, and with the broader investment committee. Track deal process stages and monitor the existing pipeline of new opportunities. Outreach to targeted businesses and management teams that may be potential investments for Cedar Pine. Balance the investment objectives of the platform with external parties' goals to reach attractive compromises while always protecting the family's best interests. QUALIFICATIONS & SKILLS Bachelor's degree from a leading four-year educational institution, MBA preferred. 2-4 years of industry experience spanning investment banking or other equity analysis roles and investing at a buy-side institution, e.g., a private equity firm or family office. Driven to perform rigorous research with top-tier financial modeling skills, and ability to analyze potential transactions with an open mind and free of selection bias. Exceptional attention to detail with the ability to perform multiple tasks in a fast-paced, entrepreneurial environment. Experience with the complete transaction process and successful deal closing(s). Self-motivated, critical thinker with an intellectual curiosity that will pair with and contribute to a strong team. Innate desire to dig deep for information, immerse oneself in research to arrive at a well-informed conclusion, as opposed to a convenient or shallow finding. Collaborative demeanor with proactive and inclusive interpersonal and communication skills. Willingness to step up and down as needed to ensure work product is high quality and delivered on time. High level of integrity, professionalism, and ability to manage sensitive information with confidentiality and discretion. A strong work ethic and ability to elicit confidence from the organization. Experience with investment databases and deal CRM platforms, such as Pitchbook, DealCloud and AlphaSense, are pluses but not required. About Cedar Pine Cedar Pine is a private investment firm specializing in strategic, long-term assets. Cedar Pine's team strives to create value by applying and building on decades of unique expertise as operators and investors in healthcare, finance, and real estate. Cedar Pine is not an investment adviser and does not accept outside capital. Additional Benefits Health & Wellness Subsidized Medical, Dental, and Vision coverage Life Insurance, Short- and Long-Term Disability, Flexible Spending Accounts (FSA), Health Savings Accounts (HSA) Gym membership reimbursement Daily onsite lunch program Financial Security & Recognition 401(k) retirement savings plan Discretionary annual bonuses and Long-Term Bonus Program “Last mile” transportation coverage for commuters using public transit Time Off Paid time off (PTO), including sick leave and holidays Paid Parental Leave Continued Learning Financial support for continued education, conferences, networking groups, and professional development to foster career growth and industry engagement Culture & Community Monthly team building events Charitable giving program and volunteer opportunities Compensation Range: The base annual salary range for this position is $150,000-$175,000, depending on experience, skills, and qualifications. In addition to base salary, the role is eligible for both an annual short-term bonus and a long-term incentive opportunity. Final compensation will be determined in alignment with the Firm's compensation structure and the candidate's relevant qualifications. Equal Opportunity Employer: Cedar Pine is proud to be an Equal Opportunity Employer. We make employment decisions based on merit and business needs, without regard to race, color, ancestry, national origin, gender, sexual orientation, gender identity or expression, age, religion, disability, medical condition, veteran status, marital status, or any other status protected by law. This policy applies to all employment practices including recruitment, hiring, compensation, benefits, promotions, and terminations. We are committed to a workplace where every employee feels respected, included, and valued.
    $150k-175k yearly 4d ago
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  • Investment Associate

    Cedar Pine

    Investment banker job in Northbrook, IL

    Cedar Pine seeks an Investment Associate for its private company Investments Team. Investment Associates are key to the team by conducting diligence, analyzing companies & industries, and creating presentations to share key insights with the rest of the team. Cedar Pine's investment platform focuses on direct investments in privately held, high-growth businesses and invests at multiple points during a company's lifecycle, including growth financings and late-stage buyouts. The platform has a dual focus on the healthcare and defense industries, with flexibility to selectively invest in other verticals. Additionally, the team continues to research additional sectors to build investment theses and expand our cannon. The platform will lead de novo financings or follow in syndicated deals, coinvest alongside sponsors and lead control transactions. Furthermore, the platform will support portfolio companies via subsequent investments as they grow. In select instances, the team will invest in funds that advance the investment strategy. This is an exciting opportunity to work with accomplished investors within a highly collaborative team, support a rapidly growing and diverse portfolio of private investments, and have a considerable impact on the family office investment strategy. Cedar Pine has a Applicants must be residents of Illinois to be considered for this position. Cedar Pine follows a hybrid work policy and requires 3 days in office each week. RESPONSIBILITIES Reports to the Vice President of Investments on the Investment Team and is responsible for assisting the VP in all aspects of direct investments, including company & market analyses and industry research. Perform in-depth due diligence and prepare formal investment memos for the family. Contribute to the investment process during all stages of the deal life cycle, including sector research, introductory meetings, due diligence, financial modeling, management and banker calls, presentations to the investment committee, deal execution, and ongoing portfolio monitoring. Utilize financial analyses to create alternate projections to objectively demonstrate downside protection and support conclusions for integration within investment presentations. Lead financial modeling exercises, including integrated three-financial statement models, discounted cash flows, comparable company analysis, precedent transaction analysis, investment returns analysis, and entity distribution waterfalls. Analyze and research market sectors for theme exploration, thesis development and deal due diligence. Effectively communicate findings, questions, and ideas among the investment team internally, on due diligence calls, and with the broader investment committee. Track deal process stages and monitor the existing pipeline of new opportunities. Outreach to targeted businesses and management teams that may be potential investments for Cedar Pine. Balance the investment objectives of the platform with external parties' goals to reach attractive compromises while always protecting the family's best interests. QUALIFICATIONS & SKILLS Bachelor's degree from a leading four-year educational institution, MBA preferred. 2-4 years of industry experience spanning investment banking or other equity analysis roles and investing at a buy-side institution, e.g., a private equity firm or family office. Driven to perform rigorous research with top-tier financial modeling skills, and ability to analyze potential transactions with an open mind and free of selection bias. Exceptional attention to detail with the ability to perform multiple tasks in a fast-paced, entrepreneurial environment. Experience with the complete transaction process and successful deal closing(s). Self-motivated, critical thinker with an intellectual curiosity that will pair with and contribute to a strong team. Innate desire to dig deep for information, immerse oneself in research to arrive at a well-informed conclusion, as opposed to a convenient or shallow finding. Collaborative demeanor with proactive and inclusive interpersonal and communication skills. Willingness to step up and down as needed to ensure work product is high quality and delivered on time. High level of integrity, professionalism, and ability to manage sensitive information with confidentiality and discretion. A strong work ethic and ability to elicit confidence from the organization. Experience with investment databases and deal CRM platforms, such as Pitchbook, DealCloud and AlphaSense, are pluses but not required. About Cedar Pine Cedar Pine is a private investment firm specializing in strategic, long-term assets. Cedar Pine's team strives to create value by applying and building on decades of unique expertise as operators and investors in healthcare, finance, and real estate. Cedar Pine is not an investment adviser and does not accept outside capital. Additional Benefits Health & Wellness Subsidized Medical, Dental, and Vision coverage Life Insurance, Short- and Long-Term Disability, Flexible Spending Accounts (FSA), Health Savings Accounts (HSA) Gym membership reimbursement Daily onsite lunch program Financial Security & Recognition 401(k) retirement savings plan Discretionary annual bonuses and Long-Term Bonus Program “Last mile” transportation coverage for commuters using public transit Time Off Paid time off (PTO), including sick leave and holidays Paid Parental Leave Continued Learning Financial support for continued education, conferences, networking groups, and professional development to foster career growth and industry engagement Culture & Community Monthly team building events Charitable giving program and volunteer opportunities Compensation Range: The base annual salary range for this position is $150,000-$175,000, depending on experience, skills, and qualifications. In addition to base salary, the role is eligible for both an annual short-term bonus and a long-term incentive opportunity. Final compensation will be determined in alignment with the Firm's compensation structure and the candidate's relevant qualifications. Equal Opportunity Employer: Cedar Pine is proud to be an Equal Opportunity Employer. We make employment decisions based on merit and business needs, without regard to race, color, ancestry, national origin, gender, sexual orientation, gender identity or expression, age, religion, disability, medical condition, veteran status, marital status, or any other status protected by law. This policy applies to all employment practices including recruitment, hiring, compensation, benefits, promotions, and terminations. We are committed to a workplace where every employee feels respected, included, and valued.
    $150k-175k yearly 60d+ ago
  • Associate-Institutional Investments

    Northwestern Mutual 4.5company rating

    Investment banker job in Milwaukee, WI

    NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC, based in Milwaukee, WI, is a subsidiary of Northwestern Mutual Life Insurance Company with over $275 billion in assets under management (AUM). The Public Investment department manages more than $120 billion, specializing in fixed income for the company and its affiliates through portfolios in investment grade corporate bonds, structured products, emerging markets, municipals, high yield bonds, and leveraged loans. Position Overview: Join our Public Investments team as an Associate in a targeted role, focusing on one area such as investment strategies, portfolio management, research, trading, or quantitative analysis. While the specific function will be determined during the selection process, we are seeking individuals who have a clear interest and relevant experience in one or more of the areas listed above. Relevant experience may include work with portfolio types such as investment grade corporate bonds, structured products, emerging markets, municipals, high yield bonds, or leveraged loans, as highlighted in our department overview. Key Responsibilities: * Assist in the analysis and management of investment portfolios, including monitoring performance and conducting risk assessments. * Support the development and implementation of investment strategies that align with client objectives and market trends. * Collaborate with senior team members to prepare presentations and reports for internal and external stakeholders. * Conduct research and analysis on investment opportunities, market conditions, and industry trends. * Participate in client meetings, presentations, and discussions to support relationship management efforts. * Maintain and update investment databases and systems to ensure data accuracy and accessibility. Qualifications: * Bachelor's degree in Finance, Economics, Business, or a related field required; candidates with advanced degrees, such as an MBA, will be considered favorably. * CFA charterholder (or progress toward achievement) preferred; other relevant professional designations will also be viewed positively. * Previous experience or internships in finance, investment management, or a related field is preferred but not required. * Strong analytical and quantitative skills, with a keen interest in financial markets and investment strategies. * Excellent communication and interpersonal skills, with the ability to collaborate effectively within a team. * Proficiency in Microsoft Excel, PowerPoint, Bloomberg, and other financial analysis tools. * Familiarity with artificial intelligence tools such as Copilot and other modern productivity solutions to enhance workflow and data analysis. #LI-Hybrid Compensation Range: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits.
    $76k-115k yearly est. Auto-Apply 14d ago
  • Future Positions

    HP Tuners 4.9company rating

    Investment banker job in Buffalo Grove, IL

    Don't see a role that fits now? We are always looking for great talent, submit your resume to be considered for future opportunities!
    $86k-128k yearly est. 60d+ ago
  • J.P. Morgan Wealth Management - Private Client Investment Associate - Lake Forest, IL

    Jpmorganchase 4.8company rating

    Investment banker job in Lake Forest, IL

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $83k-119k yearly est. Auto-Apply 6d ago
  • Private Client Banker - Wisconsin West Market - Oconomowoc, WI

    JPMC

    Investment banker job in Oconomowoc, WI

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $28k-53k yearly est. Auto-Apply 60d+ ago
  • Financial Counseling Representative I

    R1 Revenue Cycle Management

    Investment banker job in Mequon, WI

    R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: * You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. * You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. * This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. * We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: * High School Diploma or GED * Excellent customer service skills * Compassionate communication This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status. For this US-based position, the base pay range is $15.35 - $23.13 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #tj2022 #healthcare #customerservice #financialcounseling #banking #LI-TJ2022
    $15.4-23.1 hourly Auto-Apply 60d+ ago
  • Bilingual Member Finance Representative

    Educators Credit Union 3.1company rating

    Investment banker job in Sturtevant, WI

    Do you love building relationships? Like to learn and share your knowledge with someone who needs it? You're the perfect candidate to become a Member Finance Representative (MFR). MFRs use their knowledge to educate members on how to overcome the barriers that are keeping them from their goals. Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Interview members, receive loan applications and process new loans. Educate and advise members to make educated decisions about their accounts, to ensure our members are meeting their financial goals. Assures that appropriate records are maintained, required reports are prepared, and member account information is current on the computer system. Performs other job-related duties as assigned. Required Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or can be of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary. Bilingual in Spanish/English Mandatory Saturdays. Required Experience: Must enjoy working with people, be professional in appearance and disposition, have good communication skills, and be honest. Able to apply knowledge to educate and advise members. Must be able to work as part of a team. Accuracy and ability to operate computers and related office equipment as necessary. High School diploma or equivalent. Must enjoy working with people, be professional in appearance and disposition, have good communication skills, and be honest. Able to apply knowledge to educate and advise members. Must be able to work as part of a team. Physical requirements include: standing, sitting, walking, stair climbing (if applicable) using hands and fingers, talking, hearing, visual acuity, reaching including above the shoulder, occasional stooping or crouching, and lifting a maximum of 50 pounds. Equipment used includes, but is not limited to: computer, keyboard, mouse, telephone, copiers, printers, fax machine, teller drawers, cash dispense machines, drive through carriers, coin machines, filmers, scanners, card machines, atms, alarm systems, carts for pulling, and step ladders. Sturtevant Branch is located at 1300-90th Street, Sturtevant, WI 53177. Lobby hours: Monday-Thursday 9:00 a.m. - 5:00 p.m., Friday 9:00 a.m. - 6:00 p.m., and Saturday 9:00 a.m.- 12:00 p.m. Educators Credit Union is proud to be an equal opportunity workplace and is an affirmative action employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $28k-37k yearly est. Auto-Apply 6d ago
  • Financial Representative

    Empire Growth Partners/Northwestern Mutual

    Investment banker job in Milwaukee, WI

    As business owners, Financial Representatives at Northwestern Mutual - Whitefish Bay help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. Compensation & Benefits Performance-based earnings and revenue ( average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years ) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more NM-Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking and communication competencies Legal authorization to work in the US without sponsorship About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (2023) Forbes' Best Employers for Diversity (2018-2021) Top 10 US Independent Broker-Dealers2 #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $257 billion retail investment client assets held or managed by Northwestern Mutual 4 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. 1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 4 Combined client assets of NMIS and NMWMC as of June 30, 2023
    $29k-57k yearly est. 60d+ ago
  • Main Banker

    Full House Resorts 3.2company rating

    Investment banker job in Waukegan, IL

    Who WE are: Our mission is to be Chicagoland's premier gaming and entertainment destination, celebrated for unparalleled hospitality and an unforgettable guest experience. We're not just a casino-we're a community where our team members thrive, with countless opportunities for career growth and a workplace culture centered on inclusivity and fun. As we continue to elevate our standards of excellence, we seek dynamic, coachable individuals who are passionate about hospitality and eager to grow with us. At American Place Casino, every moment is crafted to delight, every opportunity is a pathway to success. Who WE are looking for: As a Main Banker, you oversee the financial operations of the casino's main bank. Your responsibilities include managing funds, processing transactions like currency exchanges and check cashing, and ensuring compliance with gaming regulations. Additionally, you will enter markers, fills, and credit slips into the computer system accurately. Your role is essential in maintaining financial integrity and ensuring smooth casino operations. Job titles similar to this role include: Bank Vault Attendant Vault Attendant What is expected of YOU: As a Main Banker, your main focus is on delivering exceptional guest service while handling the accurate processing of guest and company funds alongside other cage personnel. You'll carefully manage transactions and paperwork to comply with gaming regulations, laws, and company policies. This includes issuing receipts for markers, payouts, and other transactions, as well as exchanging chips, cashing checks, and processing markers. You'll also oversee cash intake in count room areas, ensuring precise counting and verification. Tasks like preparing and balancing NRT machines, replenishing them with currency and tickets, and fulfilling all cashiering duties are part of your role. Beyond these, you'll audit fill traffic documentation, manage guest credit information, maintain the bank balance, safeguard cage assets, process deposits, assist with training, address guest inquiries, provide promotional advice, and handle any other duties assigned to ensure efficient casino operations. Experience YOU will need: High School/GED preferred Minimum of 1 year cash handling in a high volume environment. Ability to handle high volume and stress situations. Basic math skills with knowledge of currency Excellent guest service communication skills Ability to handle high volume and stressful situations Proficiency in Excel and/or Google Docs Computer and typing skills Bilingual a Plus ( Preferred) Physical Requirements: Frequently speak, read, write, stand, walk, bend and stoop Able to push, lift and carry up to 50 lbs. Certificates, Licenses, Registrations: ● Able to obtain/maintain necessary licenses and/or certifications as required by local gaming regulations. Benefits/Perks and Salary: Medical, Dental, Vision Matches 50% of your contribution, up to 4% of eligible contribution Educational Tuition Reimbursement Paid Time Off Ventra Program, EAP programs, etc. Company Statement on EOAA: American Place Casino is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. Salary Range: $19.00-$30.00
    $19-30 hourly 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Joe Woelfle-State Farm Agent

    Investment banker job in Mequon, WI

    Job DescriptionBenefits: Hiring bonus Health stipend Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services preferred. Analytical and communication skills. FINRA Series 6/63/65 or 7 licenses will be required.
    $26k-41k yearly est. 8d ago
  • Financial Services Representative State Farm Agent Team Member

    Jeffrey Smith-State Farm Agent

    Investment banker job in Lake Forest, IL

    Job DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Jeffrey Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses Excellent analytical, organizational, and problem-solving skills Effective communication skills People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Health Benefits Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Hiring Bonus up to $ If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $29k-46k yearly est. 24d ago
  • Financial Services Representative - State Farm Agent Team Member

    Peter Grande-State Farm Agent

    Investment banker job in Barrington, IL

    Job DescriptionBenefits: Bonus based on performance Competitive salary Opportunity for advancement Training & development State Farm experienced Sales Representative (Company Car Provided) Peter Grande State Farm Harwood Heights, IL About Us Peter Grande State Farm is a trusted, award-winning insurance and financial services agency located at 4728 N. Harlem Ave, Harwood Heights, IL 60706. We proudly serve Harwood Heights and surrounding communities including Norridge, Chicago, Elmwood Park, Park Ridge, and beyond Led by Peter Grande, CLU, our team brings decades of combined industry experience, and we speak multiple languagesincluding English, Polish, Spanish, Russian, and Ukrainianto meet the needs of our diverse client base. We offer a full suite of products including: Auto, Homeowners, Renters & Condo Insurance Life & Health Insurance Business Insurance Banking Services & Annuities Pet Insurance And more Were passionate about protecting what matters most and helping our clients plan for a secure future. Position Overview Were hiring a Sales Representative to join our growing, high-performing team. This role is ideal for both recent graduates ready to launch a meaningful career and experienced professionals looking to elevate their income and impact. As a Sales Representative, you will: Develop leads, schedule appointments, and identify client needs Present and recommend appropriate insurance and financial products Build strong relationships with clients and follow up for service, renewals, and referrals Engage in community outreach and networking events Receive one-on-one mentorship from a seasoned agency leader Enjoy the support of a collaborative, multilingual office Use a company-provided car for client appointments and business travel What We Offer Company Car Provided for business-related travel Competitive Base Salary + Uncapped Commission + Bonuses Full Licensing Support (if not already licensed) Paid training and one-on-one mentorship Career advancement opportunities (Team Leader, Office Manager, Agency Owner Track) Access to a wide product portfolio (auto, home, life, business, banking & more) A modern, friendly, and multicultural work environment Flexible schedule options Office conveniently located on Harlem Ave with free parking Who Were Looking For Experienced Professionals: State Farm experience desired, Company Car and Competitive Salary Proven success in sales, customer service, or account management Licensed in Property & Casualty and/or Life & Health (or willing to obtain) Self-driven and eager to grow within a reputable agency Qualifications High School diploma required; college degree preferred Valid Drivers License (required for use of company vehicle) Must pass background and licensing checks Bilingual (Polish, Spanish, Russian, or Ukrainian) a strong plus Tech-savvy: able to navigate CRM systems, quoting tools, and online platforms Work Schedule Full-time position (MondayFriday) Occasional evenings or weekends for community events or client appointments Office-based with flexibility for field appointments and remote outreach tasks Apply
    $29k-46k yearly est. 25d ago
  • Financial Representative - State Farm Agent Team Member

    Manuel Torres II

    Investment banker job in Waukegan, IL

    Benefits: Competitive salary Opportunity for advancement Training & development 🌟 Join the Team at Manuel Torres State Farm in Waukegan! 🌟 Bilingual Spanish Sales Representative Type: Full-Time Are you ready to make a difference while speaking your native language? Manuel Torres State Farm is on the hunt for a vibrant, bilingual Spanish Sales Representative to join our dynamic team in Waukegan! If you're passionate about helping others, love building relationships, and thrive in a fast-paced environment, this is the role for you! What You'll Be Doing: 🌟 Connect & Engage: Use your Spanish-speaking skills to build lasting relationships with our diverse clients. Your ability to communicate clearly and effectively will be key in delivering exceptional customer service. 💼 Sales & Solutions: Dive into the exciting world of insurance! Help clients understand their options, recommend products that fit their needs, and close sales with confidence and enthusiasm. 🛠️ Team Player: Collaborate with our awesome team to reach sales goals and contribute to a fun, supportive work environment. Your positive attitude and teamwork will shine here! 📈 Grow & Learn: Take advantage of professional development opportunities and advance your career with us. We're committed to your growth and success! What We're Looking For: 🗣️ Bilingual Brilliance: Fluency in Spanish and English is a must! Your language skills will be the key to connecting with our clients. 🌟 Sales Savvy: Experience in sales is a plus, but if you're a quick learner with a passion for customer service, we want to hear from you! 💬 People Person: Excellent communication skills, a friendly demeanor, and a knack for problem-solving. We need someone who can build rapport and make clients feel valued. 🎉 Energetic & Enthusiastic: Bring your positive energy and enthusiasm to our team. We're looking for someone who's ready to dive in and make an impact! Perks & Benefits: Competitive salary with performance-based incentives Paid time off and holidays Opportunities for career advancement and professional development A fun, inclusive, and supportive work environment Ready to join a team where your skills and personality will truly shine? Apply today and let's make a difference together at Manuel Torres State Farm in Waukegan! How to Apply: Send your resume and a brief cover letter highlighting why you're the perfect fit for this role to [email address]. We can't wait to meet you! Manuel Torres State Farm is an Equal Opportunity Employer. Compensation: $17.00 - $20.00 per hour We're Hiring! We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team is comprised of results-oriented individuals that are serious about their development. About Our Agency Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance. We look forward to speaking with you! State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
    $17-20 hourly Auto-Apply 60d+ ago
  • Consumer Investments - Financial Service Representative

    Bank of America 4.7company rating

    Investment banker job in Rolling Meadows, IL

    At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. The Financial Services Representative I is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the role starts with best in class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals. We'll help you Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy Get training and one-on-one coaching from academy managers who are invested in your success Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide Develop techniques to confidently engage with clients by telephone Continue to learn and grow in a culture where growth and career advancement are a priority As a Financial Services Representative I, you can look forward to Providing a world class client experience through point of call account servicing and resolution Working in a well-compensated, highly collaborative environment Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America You're the kind of person that (required skills) Candidate must be a member of the Year Up program. Is client-focused with a passion for excellence and a positive team attitude Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams Is an effective communicator with an aptitude for sales and relationship management Has strong computer skills Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication Is ambitious, disciplined, hardworking, resilient and willing to learn Must be flexible to work any schedule: Sunday to Friday 8am to 9pm CST Must actively be a Year Up intern We're a culture that Believes in responsible growth and is dedicated to supporting the communities we serve Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients around the world Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs Shift: 1st shift (United States of America) Hours Per Week: 40
    $30k-36k yearly est. Auto-Apply 60d+ ago
  • US Private Bank- Private Banker- 2026 ReEntry Program 2026

    Jpmorgan Chase & Co 4.8company rating

    Investment banker job in Milwaukee, WI

    JobID: 210685776 JobSchedule: Full time JobShift: Base Pay/Salary: New York, NY $130,000 - $170,000; Chicago, IL $130,000- $170,000; Evanston, IL $130,000- $170,000 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Join a team delivering premiere service to high net worth clients through holistic financial advisement. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities * Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate business results and acquire new assets, both from existing client base and new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Required Qualifications, Capabilities, Skills * Three plus years of previous work experience in Private Banking or Financial Services * Bachelor's Degree required; MBA, JD, CFA, or CFP preferred * Proven sales success and strong business acumen * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, Skills * Proactive, takes initiative, and uses critical thinking to solve problems * Strong community presence with an established network * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Prior experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
    $31k-67k yearly est. Auto-Apply 56d ago
  • Financial Representative Entry Level

    Northwestern Mutual-Chicagoland 4.5company rating

    Investment banker job in Barrington, IL

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Northwestern Mutual - Chicagoland! At Northwestern Mutual Chicagoland, we are driven by a mission to impact lives and build secure futures. Guided by our core values of Abundance, Integrity, Growth, Loyalty, and Culture, we attract, launch, and support financial services workers who share our commitment to making a difference. Recognized as one of the Top Places to Work in Chicago since 2017, our firm continues to grow toward an ambitious ten-year vision, expanding to eight offices, developing 200 advisors, and impacting 200,000 lives. As part of a company set to pay a record-breaking $9.2 billion in dividends in 2026 , our advisors thrive within a culture built on purpose, excellence, and community. Beyond the business, we proudly give back through organizations like Alexs Lemonade Stand, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities. Our thriving Network Office of the Chicagoland District is located at: 1901 Butterfield Road Suite 300 Downers Grove, IL 60515 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Ryan Kramer CLF, ChFC, CLU, Managing Partner: Time with NM: Joined Northwestern Mutual as a college intern in 1997 and became Managing Partner of Northwestern Mutual Chicagoland in 2015. Prior Experience: Graduated from Illinois State University with a B.S. in Marketing and has held roles at every level of Northwestern Mutuals leadership track, including Assistant Regional Director at the companys Milwaukee headquarters. Passionate About: Ryan lives in Elmhurst, Illinois, with his wife and their three children. He enjoys family time, sports, and community involvement. Together, the Kramers support organizations such as Alexs Lemonade Stand Foundation, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities. Ryan is also active with the ISU Marketing Alumni Board, the Butterfield Country Club Finance Committee, and the Church of the Resurrection in Elmhurst. Trent Mausser CLU, ChFC, Managing Director: Time with NM: Began his career as a College Financial Representative in 2001 while attending the University of Northern Iowa. Prior Experience: Recognized nationally as a top college representative, Trent was featured in USA Today in 2001 and 2002. He became a full-time Financial Representative in 2002 and transitioned into leadership roles including College Unit Director, Field Director, and later Managing Director of the Chicago office. Passionate About: Trent lives in Park Ridge, Illinois, with his wife and their three daughters. His family enjoys golf, boating, and travel, and actively supports organizations like Feed My Starving Children, Ronald McDonald House Charities, Bear Necessities, and Alexs Lemonade Stand. Kevin Pabst ChFC, Managing Director: Time with NM: Started as a College Financial Representative in 2011 and now leads the Barrington Office. Prior Experience: A Chicagoland native, Kevin grew up in Arlington Heights and earned his degree in Economics from Michigan State University, where he played club hockey. During his time in leadership with the Schaumburg District Office, the internship program was ranked among the top 10 in the Northwestern Mutual system three times. Passionate About: Kevin and his wife, Kelly, live in Palatine, Illinois, with their two children. He enjoys family time, golf, and relaxing at his familys lake house. Scott Carr CLU, MSM, Managing Director: Time with NM: Joined Northwestern Mutual as a college intern in 1984 and opened his own office in Schaumburg at age 24. Prior Experience: A top 10 intern at Illinois State University, Scott ranked among the top new advisors nationally in 1986 and 1987. His office has consistently ranked among the top 10 in production for Northwestern Mutual. Passionate About: Scott lives in the northwest suburbs with his wife, Gina. He enjoys golfing, traveling, and spending time with his family, including his two adult children, and grandchildren. Jason Frano Managing Director: Time with NM: Joined Northwestern Mutual in 2014 and became Managing Director of the Naperville office in 2020. Prior Experience: Before Northwestern Mutual, Jason worked in sales for Toyota Corporation. He was named Rookie of the Year in his first year and ranked among the top 50 new advisors nationwide. He later served as College Unit Director and Field Director before stepping into his current leadership role. Passionate About: Jason lives in Lombard with his wife and their two sons. He enjoys running marathons, coaching his sons basketball and baseball teams, and spending time with family. Tracey Daniels Executive Director of Selection, Chicagoland Time with NM: Began her Northwestern Mutual career as an Associate Financial Representative in 2012 and returned in 2023 as District Recruiter before advancing to her current role. Prior Experience: Studied Communications with an emphasis in Public Relations at Michigan State University. Tracey leads selection and recruiting strategy across all offices, focusing on helping professionals build lasting, fulfilling careers. Passionate About: Originally from Woodridge, IL, Tracey now resides in Shelby Township, MI, with her husband, daughter, and their dog, Bubba. A former figure skater, she enjoys giving back to the skating community, attending country concerts, and boating with her family. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Learn more about Northwestern Mutual - Chicagoland: ******************************************* Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Kramer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $43k-67k yearly est. 7d ago
  • Private Client Banker - Libertyville Cook - Libertyville, IL

    JPMC

    Investment banker job in Libertyville, IL

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $32k-61k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Manuel Torres II

    Investment banker job in Waukegan, IL

    Benefits: Competitive salary Opportunity for advancement Training & development Job Title: Bilingual Spanish Sales and Service Representative Join the Winning Team with Manuel Torres! Are you ready to be part of a dynamic team that values both hard work and fun? Manuel Torres, a State Farm Chairman's Circle Agent and Great Lakes Leader Club Agent, is looking for a Bilingual Spanish Sales and Service Representative to join his amazing crew in Waukegan! About Manuel: Since 2001, Manuel has been dedicated to providing exceptional service and support to his clients. With a passion for helping people and a commitment to excellence, he's not just an agent-he's an ambassador of trust and reliability. He has also earned the prestigious Ambassador Travel award, proving that he knows how to take care of business (and have a good time)! What You'll Do: Connect with clients in both Spanish and English to provide top-notch service. Help customers understand their insurance needs and find the right solutions. Be the friendly face of our agency, creating lasting relationships in the community. Collaborate with a supportive team that celebrates every success-big or small! What We're Looking For: Bilingual in Spanish and English-your language skills are key! A knack for sales and a passion for customer service. A positive attitude and a willingness to learn and grow. Previous experience in sales or customer service is a plus, but not required! Why Join Us? Be part of a successful team with a leader who values your contribution. Enjoy a fun, collaborative work environment where your ideas are welcomed. Opportunities for career advancement and professional development. Competitive salary and benefits-because we believe in rewarding hard work! Ready to take your career to the next level with a top-tier agent? If you're enthusiastic, motivated, and ready to make a difference in people's lives, we want to hear from you! Join Manuel's Team and Help Shape the Future-One Conversation at a Time! Compensation: $17.00 - $19.00 per hour We're Hiring! We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team is comprised of results-oriented individuals that are serious about their development. About Our Agency Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance. We look forward to speaking with you! State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
    $17-19 hourly Auto-Apply 60d+ ago
  • US Private Bank- Private Banker- 2026 ReEntry Program 2026

    Jpmorgan Chase & Co 4.8company rating

    Investment banker job in Evanston, IL

    JobID: 210685776 JobSchedule: Full time JobShift: Base Pay/Salary: New York, NY $130,000 - $170,000; Chicago, IL $130,000- $170,000; Evanston, IL $130,000- $170,000 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Join a team delivering premiere service to high net worth clients through holistic financial advisement. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities * Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate business results and acquire new assets, both from existing client base and new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Required Qualifications, Capabilities, Skills * Three plus years of previous work experience in Private Banking or Financial Services * Bachelor's Degree required; MBA, JD, CFA, or CFP preferred * Proven sales success and strong business acumen * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, Skills * Proactive, takes initiative, and uses critical thinking to solve problems * Strong community presence with an established network * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Prior experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
    $36k-77k yearly est. Auto-Apply 56d ago

Learn more about investment banker jobs

How much does an investment banker earn in Racine, WI?

The average investment banker in Racine, WI earns between $88,000 and $294,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in Racine, WI

$161,000
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